IT’S WELL DEFINED

Let the stories speak for themselves.

Case Study 1:

Work Optional

Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely. Mark is a tenured professor who can’t imagine no longer making such a big impact the lives of the people he teaches. He loves being able to…

Case Study 2:

A Foundation

A $20 million university endowment in Indiana asked us to consult on their foundation’s investment portfolio. Prior to working with us, the foundation’s board of directors had delegated investment management to an insourced Chief Investment Officer as the sole portfolio manager…

Case Study 3:

H.E.N.R.Y. (High-earner, not rich yet)

Meet Bridget. As an attorney, she has a high-dollar income. She also has many dreams: buying a home, minimizing taxes, and knowing she has the ability to retire comfortably if she ever stops working. But there were 2 massive obstacles standing between her and her dreams: ZERO TIME & ZERO PLAN.

Have peace of mind knowing your money stays with established institutions you can trust:

TECHNOLOGY MEETS FINANCIAL PLANNING

All of your financial accounts in one place!

A research group once described financial planning as feeling like a mix between a dental visit, math class, and marriage therapy. Making smart decisions with your money shouldn’t be painful – it should be rewarding!

We have partnered with industry-leading technology partners to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.

Available to our amazing clients at no extra charge.

Close

ABOUT US

You define your goals. We define a plan. Together, we define your future.

line

Define Financial is a fee-only financial planning firm headquartered in San Diego, CA. We specialize in financial planning and investment management services for busy professionals and retirees.

Do you think the next 30 years will look like the previous 30 years? We certainly don’t. Define was launched to provide a fresh, new perspective on the global financial markets and develop forward-looking solutions to ensure our clients can reach their goals.

TAYLOR R. SCHULTE, CFP®

FOUNDER & CEO

Welcome! I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I wanted to change that.

In 2014, I launched Define Financial. We are a team of industry-leading CFP® professionals working with our clients on the same side of the table. We help our clients keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom.

I’m a proud graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not perfecting financial plans, you can find me traveling with my wife, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

pet: French Bulldog, Paisley

The Frenchie is a mix of three different breeds – diversified, just like my investment portfolio.

For some people, the idea that money = freedom is absurd. Some may even be offended by the idea. Or perhaps enraged. Why such strong feelings? People can have complicated feelings about money. And they may even see their financial success or failure as part of their character. So, when you mention the fact that money equals freedom, someone who isn’t doing well financially can see it as a personal attack. No matter how you feel about it, your feelings can’t change reality. The fact… Read more [ + ]

San Diego, January 15, 2018— San Diego Magazine recently featured Taylor Schulte, CFP® as a 2018 Five Star Wealth Manager award-winner. Schulte was chosen from over 1,400 candidates in San Diego that were considered for the award. This is the fourth consecutive year Schulte has been recognized and he continues to be humbled by the support from his community. “I come to work every day because I love helping people,” said Schulte. “For over ten years, I have lived by the philosophy that if I keep… Read more [ + ]